8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.
Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
Nothing says summer like laughter in the park 🛝😄
Just like these little moments of joy, building a strong financial future is about creating the life you want - for you and your family. Whether it’s saving for college, planning that dream vacation, or having a clear plan for excess savings, every step counts.
Let’s make sure your finances are working as hard as you do so you can enjoy more moments like this.
Need help getting started? I’m just a message away!
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Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Investing in volatile markets: Smart strategies for confident investingMarket volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
There is so much joy in just being there, fully present with the ones you love. How can you be more present in this season of life?
I saw this post this morning and it hit me hard. I am in a very busy season of life with two littles under three! This winter has been sickness after sickness and most days it feels like we are running an uphill battle. However, it has also made me cherish the slow moments more than I ever have. The Saturday mornings at home sipping coffee and watching my boys (yes, dad included) giggle together. The (many) days at home with sick kiddos watching too much Ms. Rachel and Paw Patrol. The walks to the park on 50-degree March days. The evenings playing together while the frozen pizza is in the oven, because who has time to work, parent, AND make healthy meals every night?!
So, how can you be more present in YOUR season of life?
What is the best way to save for retirement?Even if retirement seems far off, it’s important to plan ahead. By understanding the sources of your future retirement income, you can see where you stand and work to fill gaps. Let's connect and review your retirement plan together.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
How an allowance for kids teaches financial lessons for adulthoodLooking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️
Tax tips & pitfalls: What to know to maximize your moneyLooking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️
Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅
Work towards the retirement lifestyle you want to have by saving more now.
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As a Thrivent financial advisor, you have access to tools, training and support to help you thrive. Learn more about this fulfilling career opportunity 💼: thriventcareers.com/3CYQz08
Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider:
• Assess progress on your financial goals and determine if adjustments are needed.
• Ensure your minimum required amount of RMDs are withdrawn from retirement accounts.
• Make additional charitable contributions by year-end to potentially reduce tax liabilities.
• Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities.
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Balancing today’s priorities with tomorrow’s goalsPlanning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life.
Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️
Longevity risk: What it is & how to prepare for it in retirementA long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️
What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!
The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.
